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J••••• C•••• H•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor10 years in industry

J••••• C•••• H•••••

Advisor at C•••••••

Greensburg, PA | Pittsburgh, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:490fb211-3fc6-531d-b142-d61999ba2cfa

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Aug 22, 2016 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: C•••••••
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••	Institutional manager	Jan 19, 2021	n/a	yes	Pittsburgh, PA\|Greensburg, PA	Current employment
P•• W••••• M•••••••••	Former SEC adviser	Jul 16, 2019	Mar 31, 2021	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
P•• W••••• M•••••••••	C•••••••	Mar 31, 2021	Jan 19, 2021	-71	Firm change after gap	Other
C•••••• A•••••••	L•••••• I•••••••••	Jun 27, 2019

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
126927:175112:PA:2021-03-31	Mar 31, 2021	Jan 19, 2021	GREENSBURG, PA	Firm change after gap

Relationships

Registered with (5)

→ C•••••••Registered adviserregistration: current employment
Jan 19, 2021 to presentfactForm ADV
→ P•• W••••• M•••••••••Registered adviserregistration: previous registration
Jul 16, 2019 to Mar 31, 2021factForm ADV
→ C•••••• A•••••••Registered adviserregistration: previous registration
Jan 19, 2017 to Jun 27, 2019factForm ADV
→ L•••••• I•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:490fb211-3fc6-531d-b142-d61999ba2cfa
First observed: Aug 22, 2016
Last observed: Sep 15, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.